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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFG Advisory
Georgia
$211K -$10.8K -155 -5%
FAIM
152
Financial Advocates Investment Management
Washington
$211K -$8.21K -118 -4%
HFA
153
High Falls Advisors
New York
$210K +$207K +2,978 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$198K
APWA
155
Atlas Private Wealth Advisors
New Jersey
$184K +$36K +517 +25%
S
156
SignatureFD
Georgia
$175K +$278 +4 +0.2%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$154K +$70 +1 +0%
AAP
158
Arax Advisory Partners
Colorado
$154K +$152K +2,182 New
TF
159
TimeScale Financial
Massachusetts
$146K +$35K +503 +32%
BHWM
160
Bay Harbor Wealth Management
Maryland
$145K +$348 +5 +0.2%
FFA
161
Founders Financial Alliance
North Carolina
$141K -$5.57K -80 -4%
US Bancorp
162
US Bancorp
Minnesota
$138K -$15.2K -219 -10%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$136K -$25.5K -367 -16%
PFA
164
Professional Financial Advisors
Nebraska
$134K +$209 +3 +0.2%
HIA
165
Harbor Investment Advisory
Maryland
$129K +$487 +7 +0.4%
SIAP
166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K
GFPC
167
Global Financial Private Client
Florida
$99.2K
GIA
168
Goodwin Investment Advisory
Georgia
$91K -$487 -7 -0.5%
SPIA
169
Steward Partners Investment Advisory
New York
$90K +$20K +288 +29%
ASN
170
Advisory Services Network
Georgia
$87K +$85.6K +1,230 New
LAS
171
Lloyd Advisory Services
Georgia
$83K +$1.74K +25 +2%
JP Morgan Chase
172
JP Morgan Chase
New York
$79K -$4.66K -67 -6%
HWMA
173
Heritage Wealth Management (Arizona)
Arizona
$67K -$2.71K -39 -4%
CFA
174
Carroll Financial Associates
North Carolina
$64K
AA
175
Ancora Advisors
Ohio
$54K